Our Team
Tax Time- A Team You Can Trust
Your Trusted Partners for Tax Preparation
At Tax Time, we’re proud to have a team of skilled professionals who bring a range of experience and expertise to every client. Committed to delivering outstanding service, innovative solutions, and reliable results, our team is here to support you every step of the way.
Get to know the faces behind our success!


Pat Hagerty
Founder, CEO, AFSP
Pat Hagerty founded Tax Time in 2006 with a mission to simplify tax preparation and empower clients with financial clarity. With more than 20 years of experience in the tax industry, Pat provides visionary leadership, guiding the company’s strategic growth while fostering a culture of excellence and integrity.
Originally from Seymour, Indiana, Pat earned a Bachelor’s degree in Accounting and Finance from Butler University in Indianapolis. His career began as a Commercial Loan Officer in Indianapolis, where he developed a strong foundation in finance. In 2003, he relocated to Texas to join his family’s business, gaining hands-on experience that would later shape the success of Tax Time.
As a dedicated leader, Pat combines deep expertise with a passion for serving his community. He takes pride in building strong relationships with clients and mentoring his team to deliver exceptional results. When not steering Tax Time’s success, Pat enjoys life with his wife and two children, balancing family life with his commitment to excellence.

Dawn Hagerty
Co-Founder, COO
Dawn, COO and co-founder of Tax Time, is dedicated to creating exceptional client experiences through seamless operations and innovative solutions. With a strong background in the financial sector, Dawn ensures every aspect of Tax Time’s operations is designed to meet client needs efficiently and effectively, building lasting relationships based on trust and excellence.
A North Texas native, Dawn earned her Bachelor’s degree in Business and Marketing from Butler University in Indianapolis, Indiana. Her leadership and client-focused approach have been pivotal in establishing Tax Time as a reliable partner for individuals and businesses seeking expert tax solutions.
Outside of her professional role, Dawn enjoys traveling and spending time with her family and fur babies. She brings the same enthusiasm and dedication to her personal life that she applies to providing exceptional service at Tax Time.

Carly Vavrik-Terral
Senior Tax Professional, AFSP
Originally from Chicago, Carly joined Tax Time in 2008. Her passion for tax preparation and dedication to clients has earned her a reputation as a trusted expert, delivering personalized strategies with accuracy and compliance.
As a highly experienced tax professional and participant in the IRS Annual Filing Season Program (AFSP), Carly stays current with tax laws and compliance to provide exceptional service. She specializes in complex tax scenarios, ensuring accurate filings for every client.
In her free time, Carly enjoys cross-stitching, traveling, and spending quality time with her family—bringing the same attention to detail to her personal life as she does to her work.

Jade Gust
Senior Tax Professional
Jade is a Senior Tax Professional who stands out for her attention to detail and extensive experience in tax preparation. Since joining Tax Time in 2011, she has become a vital part of the team, known for her thoroughness in handling tax filings and ensuring every detail is accurate and compliant.
With a deep commitment to providing precise tax preparation, Jade’s careful approach allows clients to feel confident that their financial matters are in capable hands.
Outside of her professional role, Jade enjoys spending quality time with her family. Her approach mirrors her professional one—focused, thoughtful, and dedicated to those she cares about.

Mike Monell
Senior Tax Professional, AFSP
Mike is a Senior Tax Professional at Tax Time, bringing over 25 years of consulting experience in Information Technology and Finance. Since joining the team in 2015, his broad expertise has allowed him to offer clients insightful, precise solutions for their tax needs.
A graduate of The College of Charleston in South Carolina, Mike also served in the U.S. Marine Corps before transitioning into consulting. His education, combined with his diverse experience, equips him with the knowledge and discipline needed to handle tax situations.
Outside of work, Mike enjoys spending time with his family, along with his two dogs and two cats, balancing his professional and personal life with joy and dedication.

Karrie Lewis
Senior Tax Professional
Karrie joined Tax Time in 2017 after relocating from Louisville, Kentucky. She brings a wealth of experience from the financial, insurance and the legal fields. She is known for her exceptional ability to connect with clients, offering clear and tailored guidance throughout the tax preparation process.
Karrie holds a Bachelor of Science degree from Indiana State University and a Post-Baccalaureate degree in Legal Studies from Sullivan University. Her diverse background allows her to approach tax solutions with a well-rounded perspective and a keen attention to detail.
Outside of work, Karrie enjoys spending time with her family and her “sweet fur baby,” reading, spending time outdoors, and gardening. She finds joy in both personal growth and nature.

Lori White
Senior Tax Professional
Lori joined Tax Time as a Senior Tax Professional in January 2020, bringing over 13 years of experience in the insurance industry. Her background in business management and accounting allows her to offer precise and tailored tax solutions to clients.
Lori holds a Bachelor of Science degree in Accounting and Business Management from Western Governors University, equipping her with the knowledge and skills to easily handle your tax situations.
Outside of work, Lori enjoys spending time with her family and three dogs, balancing her family life with her commitment to delivering exceptional service to her clients.

Loretta Crowell
Customer Relations
Loretta joined Tax Time in January 2024, bringing extensive experience in customer relations and exceptional client service. Originally from Kansas, she has called Texas home for over 30 years.
With a Bachelor’s degree from Marymount College, Loretta’s career includes roles as a buyer for a data processing company and a regional manager supporting minority and women-owned businesses. She has also led corporate volunteer programs and served as a fundraising director for non-profits and assisted living facilities.
Outside of work, Loretta enjoys traveling, music, and spending time with her family and four-legged children. Her passion for helping others makes her a valued member of the team.